Business Analyst - Marketing and Operations
Equity Methods, Scottsdale, AZ, United States
Equity Methods is looking for a responsive, energetic, and detail-oriented Marketing Coordinator and Business Analyst to support our corporate function (Marketing, HR, and Operations). With rapid growth, our marketing and events activities are increasing in both frequency and complexity. This role will be pivotal in supporting this scaling. The successful candidate will be proactive, organized, comfortable working with different personalities, and able to execute in a fast‑paced environment. We value high attention to detail, a bias toward action over talking, strong analytical reasoning, and exceptional judgment.
About Equity Methods Equity Methods is a finance, accounting, and human capital consulting firm that embraces the synergistic role of technology and expertise in creating client impact. We deliver impact‑rich services across three core practice groups: financial reporting, valuation services, and HR advisory.
With over 110 professionals and experience serving hundreds of publicly traded clients (including 45 Fortune 100 companies), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology‑enabled company. We work hard in the quest to have high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.
Roles And Responsibilities
Core Marketing [Primary Focus]
– Our content is internationally regarded as insight‑rich and audience‑relevant. This role will support content development initiatives across mediums (social media, video, collateral, web, etc.).
Draft short written pieces, website blurbs, article summaries, bios, brochure copy, and similar items by leveraging an excellent command of language and the EM corporate voice
Develop informative social media posts and coordinate publication calendar
Work with editorial and creative teams to produce marketing and recruiting materials
Collaborate with internal team and external team to keep the website fresh
Work collaboratively with the editorial, creative, and analytics team members to produce our quarterly publications on time and with high quality
Drive video initiatives used for both client marketing and recruiting marketing
Ensure adherence to brand and style guidelines
Marketing Coordination [Primary Focus]
– Work with internal and external stakeholders to support smooth execution of marketing initiatives.
Leverage marketing automation technology to support outbound activity (article roundups and webcast invitations); interface with internal authors to support adherence to deadlines and other execution dependencies
Support list preparation efforts (e.g., for conferences, events, etc.) by exercising strong Excel skills, airtight process adherences, and stakeholder coordination
Leverage excellent spreadsheet and communication skills across other ad hoc marketing initiatives to support stakeholder alignment, timeline management, and low friction for internal consulting team members
Conference Logistics Execution [Secondary Focus]
– Works with business development and marketing teams, as well as outside vendors.
Maintain and update conference packing lists, and support conference execution logistics
Coordinate event invitations (paper and digital) and manage RSVP list
Consider and plan against contingencies; maintain exceptional communications and clarity among internal conference attendees and external vendors
Client Dinner Events [Secondary Focus]
– Work with and accept direction from the consulting and marketing teams.
Demonstrate superb independent research and vetting skills to select venues and vendors (catering, decorators, musicians, etc.) to drive the best outcomes in quality, cost, and execution
Balance cost, quality, and simplicity, demonstrating excellent judgment
Negotiate with dinner venues to arrive at final terms; be on top of all the details
Support contact reach‑out efforts by reviewing lists to ensure airtight accuracy, helping to ghost‑write emails, track RSVPs, and interface with our marketing automation software
Develop and follow event day checklists (e.g., tables, technology, timing) to ensure everything meets standards and the execution conforms to the plan
Business Analysis and Operations Coordination [Secondary Focus]
– Collaborate across the function on other initiatives and priorities, from recruiting to culture.
Support EM’s flagship externship program, which runs every few months and offers top candidates an inside glimpse of working at EM
Support internal culture events, from coordination to vendor selection to execution
Support EM’s data analytics activities, which cover marketing intelligence to recruiting
Competencies Summary: We are looking for someone with outstanding writing skills (language, grammar, and tone), strong analytical skills, and the ability to work independently and with limited structure.
Exhibits superior writing skills with a nuanced understanding of language and tone
High polish in outcomes and deliverables: we bring the same white‑glove polish to our internal events and processes as we do our external client deliverables
Able to communicate succinctly and adapt to different working styles and communication protocols (the position serves busy executives with varying operating styles)
Able to get along with everyone and exhibit collaborative, reasonable behaviors
Strong organizational skills, time management, and attention to detail; fast without sacrificing precision and accuracy; proactive without being rigid
Professional, discreet, able to handle sensitive situations with confidentiality and tact
Has sound judgment without being judgmental toward busy colleagues who may be sending one‑line emails or falling behind and needing help keeping things straight
Self‑motivated learner who seeks out relevant information, reads instructions, and thinks things through to their logical conclusion; doesn’t need excessive supervision
Possesses holistic, systems‑oriented thinking: willing and able to adhere to business processes
Requests input and feedback on a regular basis; learns from prior experiences and incorporates learning into day‑to‑day activities
Executes well with limited guidance and direction; figures stuff out; possess a strong reputation for just “getting it”; handles stress well and does not cave in ambiguous situations
Bachelor’s or higher degree in any field, but otherwise qualified candidates with alternative credentials will be considered
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About Equity Methods Equity Methods is a finance, accounting, and human capital consulting firm that embraces the synergistic role of technology and expertise in creating client impact. We deliver impact‑rich services across three core practice groups: financial reporting, valuation services, and HR advisory.
With over 110 professionals and experience serving hundreds of publicly traded clients (including 45 Fortune 100 companies), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology‑enabled company. We work hard in the quest to have high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.
Roles And Responsibilities
Core Marketing [Primary Focus]
– Our content is internationally regarded as insight‑rich and audience‑relevant. This role will support content development initiatives across mediums (social media, video, collateral, web, etc.).
Draft short written pieces, website blurbs, article summaries, bios, brochure copy, and similar items by leveraging an excellent command of language and the EM corporate voice
Develop informative social media posts and coordinate publication calendar
Work with editorial and creative teams to produce marketing and recruiting materials
Collaborate with internal team and external team to keep the website fresh
Work collaboratively with the editorial, creative, and analytics team members to produce our quarterly publications on time and with high quality
Drive video initiatives used for both client marketing and recruiting marketing
Ensure adherence to brand and style guidelines
Marketing Coordination [Primary Focus]
– Work with internal and external stakeholders to support smooth execution of marketing initiatives.
Leverage marketing automation technology to support outbound activity (article roundups and webcast invitations); interface with internal authors to support adherence to deadlines and other execution dependencies
Support list preparation efforts (e.g., for conferences, events, etc.) by exercising strong Excel skills, airtight process adherences, and stakeholder coordination
Leverage excellent spreadsheet and communication skills across other ad hoc marketing initiatives to support stakeholder alignment, timeline management, and low friction for internal consulting team members
Conference Logistics Execution [Secondary Focus]
– Works with business development and marketing teams, as well as outside vendors.
Maintain and update conference packing lists, and support conference execution logistics
Coordinate event invitations (paper and digital) and manage RSVP list
Consider and plan against contingencies; maintain exceptional communications and clarity among internal conference attendees and external vendors
Client Dinner Events [Secondary Focus]
– Work with and accept direction from the consulting and marketing teams.
Demonstrate superb independent research and vetting skills to select venues and vendors (catering, decorators, musicians, etc.) to drive the best outcomes in quality, cost, and execution
Balance cost, quality, and simplicity, demonstrating excellent judgment
Negotiate with dinner venues to arrive at final terms; be on top of all the details
Support contact reach‑out efforts by reviewing lists to ensure airtight accuracy, helping to ghost‑write emails, track RSVPs, and interface with our marketing automation software
Develop and follow event day checklists (e.g., tables, technology, timing) to ensure everything meets standards and the execution conforms to the plan
Business Analysis and Operations Coordination [Secondary Focus]
– Collaborate across the function on other initiatives and priorities, from recruiting to culture.
Support EM’s flagship externship program, which runs every few months and offers top candidates an inside glimpse of working at EM
Support internal culture events, from coordination to vendor selection to execution
Support EM’s data analytics activities, which cover marketing intelligence to recruiting
Competencies Summary: We are looking for someone with outstanding writing skills (language, grammar, and tone), strong analytical skills, and the ability to work independently and with limited structure.
Exhibits superior writing skills with a nuanced understanding of language and tone
High polish in outcomes and deliverables: we bring the same white‑glove polish to our internal events and processes as we do our external client deliverables
Able to communicate succinctly and adapt to different working styles and communication protocols (the position serves busy executives with varying operating styles)
Able to get along with everyone and exhibit collaborative, reasonable behaviors
Strong organizational skills, time management, and attention to detail; fast without sacrificing precision and accuracy; proactive without being rigid
Professional, discreet, able to handle sensitive situations with confidentiality and tact
Has sound judgment without being judgmental toward busy colleagues who may be sending one‑line emails or falling behind and needing help keeping things straight
Self‑motivated learner who seeks out relevant information, reads instructions, and thinks things through to their logical conclusion; doesn’t need excessive supervision
Possesses holistic, systems‑oriented thinking: willing and able to adhere to business processes
Requests input and feedback on a regular basis; learns from prior experiences and incorporates learning into day‑to‑day activities
Executes well with limited guidance and direction; figures stuff out; possess a strong reputation for just “getting it”; handles stress well and does not cave in ambiguous situations
Bachelor’s or higher degree in any field, but otherwise qualified candidates with alternative credentials will be considered
#J-18808-Ljbffr